Contents of the Import Pools to Burden Templates Screen
Use the fields and options to configure the Import Pools to Burden Templates screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
| Template |
Enter this burden template. |
| Description |
Enter a description of this burden template. |
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Use these fields to select the allocation group, fiscal year, and period that you wish to use to set up your burden template. You can find this information on the Manage Cost Pools screen.
Source Allocation Group
| Field | Description |
|---|---|
| Option |
This field always displays One. |
| Start |
Enter, or click
|
to select, the source allocation group for the cost pool.
Source Fiscal Year\Period
| Field | Description |
|---|---|
| Option |
This field always displays One. |
| Start Fiscal Year |
Enter, or click
|
| Start Period |
Enter, or click
|
Destination Fiscal Years
Use these fields to select the fiscal years to which you would like to copy the information.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of fiscal years that receive the cost pool. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
Pools
Use these fields to select the pools you would like to use for your burden template.
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of pools that are copied into the selected fiscal years. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
Pool Rates to Copy
Use this group box to select the type of rates that you would like to use in your templates. You can find the rates on the Pool Rates subtask of the Manage Cost Pools screen.
| Field | Description |
|---|---|
| None |
Select this option to copy none of the selected pools or allocation groups into the burden template. Select this option if you plan to use a predetermined budgeted rate. |
| Provisional |
Select this option to copy only the provisional pool rates into the burden template for the pool selected. |
| Actual |
Select this option to copy only the actual pool rates for the fiscal year and period chosen. |
| Target |
Select this option to copy only the target pool rates for the fiscal year and period chosen. |
| Overwrite Existing Template |
Select this check box to overwrite the existing template on the Manage Burden Templates screen using your selections. |